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Investment manager · 13F filer · SEC CIK 1731221
Fsa Wealth Partners, Inc.
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Reported value$368Mas of Sep 30, 2026
Positions75 23 new, 17 sold out
Top 10 weight65.3%SPY alone is 14%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
13.7%
IVViShares Tr
12.1%
IWDiShares Tr
8.7%New
MGCVanguard World Fd
5.8%Added +85%
RSPInvesco Exchange Traded Fd T
5.5%Added +10%
ACWXiShares Tr
4.5%Added +7%
CGDVCapital Group Dividend Value
4.4%Added +5%
SCHVSchwab Strategic Tr
3.8%
LVHILegg Mason ETF Invt
3.7%
QQQMInvesco Exch Traded Fd Tr II
3.1%
OEFiShares Tr
2.9%+157%
DIVOAmplify ETF Tr
2.6%New
SPYSPDR S&P 500 ETF Trust
13.7%
IVViShares Tr
12.1%
IWDiShares Tr
8.7%
MGCVanguard World Fd
5.8%
RSPInvesco Exchange Traded Fd T
5.5%+10%
ACWXiShares Tr
4.5%
CGDVCapital Group Dividend Value
4.4%
SCHVSchwab Strategic Tr
3.8%
LVHI3.7%
QQQM
OEF2.9%
DIVO
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 13.7% Held
IVV iShares Tr 12.1% Held
IWD iShares Tr 8.7% New
MGC Vanguard World Fd 5.8% Added +85%
RSP Invesco Exchange Traded Fd T 5.5% Added +10%
ACWX iShares Tr 4.5% Added +7%
CGDV Capital Group Dividend Value 4.4% Added +5%
SCHV Schwab Strategic Tr 3.8% Held
LVHI Legg Mason ETF Invt 3.7% Held
QQQM Invesco Exch Traded Fd Tr II 3.1% Held
OEF iShares Tr 2.9% Added +157%
DIVO Amplify ETF Tr 2.6% New
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- IWD $32M
- DIVO $9.69M
- RPV $1.25M
- RSPH $1.12M
arrow_upwardAdded
- SSO +507%
- OEF +157%
- GVAL +121%
- PRF +86%
arrow_downwardTrimmed
- ESML −70%
- IBB −52%
- SPHQ −50%
- RWJ −34%
remove_circleSold out
- IJR $36.4M
- IXN $26.5M
- OUSM $9.98M
- ANGL $9.65M
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